Murphy & Mullick Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Murphy & Mullick Capital Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Buy	331 +10	+3%	+$6.83K	0.16%	129
2025 Q4	$220K	Hold	321	–	–	0.16%	128
2025 Q3	$215K	Hold	321	–	–	0.16%	128
2025 Q2	$204K	Buy	321 +112	+54%	+$64.3K	0.17%	130
2025 Q1	$117K	Buy	209 +158	+310%	+$93.3K	0.11%	161
2024 Q4	$30K	Buy	+51	New	+$30.2K	0.03%	312

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Murphy & Mullick Capital Management's IVV Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q1 2026, buying an estimated $6.83K and bringing the position to 331 shares worth $216K. The position accounts for 0.16% of the portfolio, ranked #129.

Murphy & Mullick Capital Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $220K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Murphy & Mullick Capital Management held 331 shares of iShares Core S&P 500 ETF worth $216K as of Q1 2026.
Murphy & Mullick Capital Management bought 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
iShares Core S&P 500 ETF made up 0.16% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #129 holding.
Murphy & Mullick Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's iShares Core S&P 500 ETF position peaked at $220K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.